Stories are a part of our lives. Most of us would have memories of sitting with our grandparents or even our parents and listening to exciting stories from the Panchatantra. Many of us have been intrigued by the adventures of Tintin or admired the wisdom of Birbal. Stories have always been a wonderful way to learn about the...Read More

Exchange traded funds (ETFs) and index funds are passive schemes, which aim to track a particular market index like Sensex, Nifty 50 etc. ETFs and Index funds both invests in a basket of stocks which replicate the underlying index. ETFs are listed on stock exchanges and can be bought or sold through stock exchanges. For transactions of...Read More

Dynamic asset allocation funds or Balanced Advantage Funds are a type of hybrid mutual funds. Hybrid mutual funds invest in multiple asset classes e.g. equity, fixed income etc. These schemes work on the principle of asset allocation, a strategy to balance risk and returns by investing in different asset classes. These funds have a...Read More

Bharat Bond ETF, A Government of India initiative,is a fixed income exchange traded fund (ETF). The ETF has fixed maturity dates. The ETF invests in Public Sector Undertaking bonds maturing on or before scheme maturity. If you have a demataccount you can buy the ETF from stock exchange. If you do not have a demataccount then...Read More

Asset allocation is diversifying your investment into assets of different risk classes e.g. equity, debt, gold etc. Equity as an asset class can grow your wealth over a long investment horizon, whereas debt provides stability and generates income for you. Gold as an asset class is usually counter-cyclical to equity and a long term hedge against...Read More

For most retail investors in India, equity as an asset class is limited to just Indian stocks or mutual fund schemes which invest in domestic stocks. Adding international stocks or funds - to your portfolio provides several diversification benefits. All stock markets do not move in the same direction always – in the last 2 years US S&P 500 gave 10%...Read More

Earlier this year, Edelweiss Asset Management Company received the mandate from the Government of India to manage an exchange traded fund (ETF) which will invest in bonds of Public Sector Companies. Exchange Traded Funds (ETFs) are financial instruments which invest in a basket of securities (e.g. stocks, bonds, commodities...Read More

The stock market has been volatile for many months now but this is not a new phenomenon. We have experienced similar conditions several times in the past and the magnitude of price corrections have been bigger than what we...Read More

Last week, two young professionals, one aged 26 years and the other 34 years, both working at the same company in the same city, with reasonable similar family backgrounds, came to seek advice on investing. As we discussed...Read More

The goal of retirement planning is to accumulate a corpus that will ensure your financial independence and maintain lifestyle during a period where your only source of income is from your investments. Retired lives can be long (20...Read More